Segments are predetermined lists of Subscribers created based on different criteria, which give you the ability to level up your communications.

There are two types of Segments you can create inside your Instance: Manual and Dynamic.

Below you will see where you can locate your Segments and read explanations for both types of Segments and how you can use them effectively to target your communications.

To see the Segments that have been created in your Instance, go to Audience > Segments.

On this page, you will see a table with the following columns of information:

  1. Segment Name: The name of the Segment created in your Instance. You will also see an icon to the left of the Segment name that indicates the type of Segment:

    • Manual Segments are marked with a wrench icon.

    • Dynamic Segments are marked with a circular arrow icon.

  2. Size: The number of Subscribers that are currently included in the Segment.

    Note: You can click the number in the Size column to open a pop-up modal that will show you a list of the Subscriber in the Segment.

  3. Bounced: The number of email addresses that have bounced in that Segment.

    Note: You can click the number in the Bounced column to open a pop-up modal that will show you a list of the email addresses in the Segment that have bounced.

  4. Date Created: The date that the Segment was created and the Team Member that created it.

  5. Last Updated: The date that the Segment was last updated (i.e. new CSV, new rules, etc.) and the Team Member that updated it.

  6. Actions: Depending on the type of Segment, you can perform the following actions using icons in this column:

    1. Pencil Icon: Click this icon to edit the Segment.

    2. Paper Icon: Click this icon to duplicate the Segment.

    3. Trashcan Icon: Click this icon to delete the Segment from your Instance. Please Note: Once the Segment is deleted, you are NOT able to reverse this action.

Below are explanations of both Manual and Dynamic Segments.

Do you have an already created list of individuals that you want to group together inside your Instance to target your communications? If so, Manual Segments are the way to go!

A Manual Segment is a free-form list that gives you the ability to compile Subscribers into a group based on whatever criteria you want by importing a CSV.

You are able to update Manual Segments whenever you would like. If they are not updated manually, these lists will persist as created until they are edited or deleted.

To learn more about how to create a Manual Segment or how to remove Subscribers from a Manual Segment, check out these articles.

Dynamic Segments give you the ability to create rules that define a group of Subscribers that you want to communicate with based on their unique attributes.

Your Dynamic Segments will be updated automatically to add/remove Subscribers based on their Subscriber attribute data and the rules you created. This means you don't have to constantly scrub your lists and update your Dynamic Segments every time you want to use them.

To learn how to create a Dynamic Segment, check out this article.

If you have any questions at all, don't hesitate to reach out to us at support@cerkl.com or use the chat bot in the bottom right-hand corner of any cerkl.com page for a quick answer.

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